Eric,
>People say both of those things are happening now, but really they wont be in full swing for another 2-3years.<
From the sound of your message, one would conclude that you believe that we are on the threshold of some form of 'ultimate,' or at least a plateau of some sort on which we will be able to launch a long awaited series of intitiatives.
I submit to you that in the next three or four years we will see quantum changes of not only demands made on speed and convenience, but context, as well. These will again make all things appear to be in their nascent stages at that time, driving us to look into the 2007 to 2010 time frames for the next respite.
I don't care who the provider is, it will require nimbleness and speed to react in order to keep pace with the potential, and few will be ready because they are not stringing and putting enough of the right stuff into the ground at this time. Namely, glass.
In the case of the BOCs and MSOs, this will mean rebuilding their distribution nets to meet ever increasing demands. I don't see a way around this, economically, unless they begin embedding fiber closer to the homes, regardless of what the last 1000' may consist of. They're not doing it now, when the openings exist, so they will pay a lot more to re-open those streets, roads, and other ROWs, to do it better, later.
Regards, Frank Coluccio |
